Today, we’ll wrap up our look at Templeton’s memo on keeping a client happy with part four of this series. 10) Frequent mailing of reports and studies gives the client a better understanding of our work. This helps the client to learn how much research and thoughtful work in many fields is devoted to his [...]
Archive for May, 2010
The Templeton Letters: Keeping a Client Happy, Part 4
Posted in Business, Philosophy, Quotes, Templeton Letters, tagged financial planning, Templeton on May 26, 2010 | Leave a Comment »
The Templeton Letters: Keeping a Client Happy, Part 3
Posted in Business, Philosophy, Quotes, Templeton Letters, tagged financial planning, psychology, Templeton on May 20, 2010 | Leave a Comment »
Here’s part three of our look at John Templeton’s memo from 1953 on how to keep clients happy, the latest addition to our Templeton Letters Series. 7) Each of us should keep in mind the strong psychological effect of repetition. Pointing out a good record once does not have nearly the effect of pointing out the same [...]
The Templeton Letters: Keeping a Client Happy, Part 2
Posted in Business, Philosophy, Quotes, tagged financial planning, psychology, Templeton on May 18, 2010 | Leave a Comment »
Today, we’ll continue with our look at John Templeton’s memo from 1953 on how to keep clients happy. This is part two of what will probably be a four-part contribution to our Templeton Letters Series. 4. It is human to be subconsciously influenced by appearances. Those banks which inhabit marble palaces usually attract the most customers. This [...]
The Templeton Letters: Keeping a Client Happy
Posted in Business, Investing, Philosophy, Stocks, Templeton Letters, tagged financial planning, psychology, Templeton letters on May 13, 2010 | Leave a Comment »
This next series of posts will be coming courtesy of a special reader request. A reader recently wrote to us with the following query: I have recently read an article written by Jonathan Davis on Monday April 19 2010 in the Financial Times, which referenced Sir John Templeton and a memo he wrote in December [...]
Lauren Templeton and Scott Phillips on Planned Investment, Part 2
Posted in Business, Finance, Investing, Stocks, Wall Street on May 11, 2010 | Leave a Comment »
Lauren Templeton and Scott Phillips, coauthors of Investing the Templeton Way, continue their analysis of John Templeton’s 1945 letter on planned investment. A recent article in their newsletter to investors highlights the importance of planned investment: Here’s an excerpt from the Maximum Pessimism Report (www.maximumpessimism.com): One year and +72.9% after the March 9, 2009 bottom, investors [...]
Lauren Templeton and Scott Phillips on Planned Investment, Part 1
Posted in Finance, Investing, Philosophy, Stock Market, Stocks, Templeton Letters on May 6, 2010 | 1 Comment »
Lauren Templeton and Scott Phillips, coauthors of Investing the Templeton Way, share their analysis of John Templeton’s 1945 letter on planned investment. In John Templeton’s 1945 letter to investors titled “Planned Investment,” he recommends gradually shifting your investment portfolio from stocks into bonds when the stock market rises and then subsequently back from bonds into [...]
$100 for 100 Words: Your Favorite Investment Rule
Posted in Finance, Investing, Money, Stock Market, Stocks, Wall Street on May 4, 2010 | 8 Comments »
Do you want a chance to win $100? Comment on this post by May 31 with your 100-word (or less) response to the following question: Which of John Templeton’s 16 Rules for Investment Success is your favorite and why? In a previous post, we highlighted these rules for investment success, written for the World Monitor in 1993. The [...]
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